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How to Boost Your Financial Savvy
Women & Money Women need to know how financial knowledge can help them take care of their families and themselves.
Guiding Your Company with Business Continuity Planning
small business As they say, if you fail to plan, you’re planning to fail. And you don’t want your business to fail, so get planning! Here are some concepts to keep in mind as you get started.
By Kris Maksimovich, AIF®, CRPC®, CRC® • Last updated
Why 99% of Business Owners are Leaving Money on the Table
small business From starting your business to running it, growing it and finally setting it up for a successful transition when the time comes, there are a host of challenges to overcome … and only a handful get it all right. Most end up leaving a lot of money on the table, one way or another.
By Homer S. Smith IV, CFP®, CBEC® • Last updated
Potential Tax Changes Pressure Business Owners to Make Big Decisions
small business With the possibility of tax increases on the horizon, some business owners may be considering pushing up their plans to sell or transition their companies. Here are some things they should think about first.
By Matthew Helfrich, CFP • Last updated
Financial Health Checklist for Small Business Owners
small business Keeping your company up and running is more than a full-time job, so it’s easy to overlook some key steps toward keeping your company – and yourself – financially healthy. Here’s a rundown of items to keep a close eye on.
By Caroline Wetzel, CFP®, CDFA®, AWMA® • Last updated
What Role Should Your Children Play in Your Business Succession Plan?
small business A well-structured business succession plan covers a lot of ground: taxes, trust strategies, market valuations and much more. But some of the trickiest issues involve something much closer to home: your kids. What makes sense and what’s fair?
By Timothy Barrett, Trust Counsel • Last updated
How to Lose Your Dough Investing in a Pizza Restaurant
how to start a business Who doesn’t love pizza? That’s great, but just loving pizza won’t cut it when you hope to open a successful pizza place.
By H. Dennis Beaver, Esq. • Last updated
Tough Times for a Family Business
Business Costs & Regulation His dry-cleaning operation was rocked by the pandemic, but he is staying optimistic.
By Emma Patch • Last updated
Business Owners Need an Exit Strategy When They Are Ready to Retire
small business If you are looking to sell your business and retire, you need to understand what your company is worth, what documents you must have ready and who the potential buyers could be.
By Jackie Stewart • Last updated
How to Protect Your Business When an Employee Gets Divorced
Divorce When one of your workers goes through a divorce, like it or not, your company can get pulled into the fray. It’s in your best interest (as well as theirs) to help streamline the process.
By Holly R. Davis • Last updated